Spring Education Group 401(K) Retirement Plan — Form 5500 plan (Seg Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Spring Education Group 401(K) Retirement Plan is a benefit plan reported by Seg Inc. under EIN 22-2465204 and plan number 003. The latest loaded filing year is 2023. The filing reports 7,513 participants and $182,338,798 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Seg Inc.
EIN
22-2465204
Plan number
003
Plan type
2
Location
West Chester, PA
Latest filing year
2023
Participants
7,513
End-of-year plan assets
$182,338,798

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,513H, C20241008164200NAL0018003697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$182,338,798
Total liabilities (EOY)
$0
Net assets (EOY)
$182,338,798
Net assets (BOY)
$141,860,365

Income & contributions

Employer contributions
$5,476,183
Participant contributions
$20,248,659
Total contributions
$27,057,323
Total income / additions
$54,042,928

Expenses & distributions

Benefits paid
$13,123,544
Administrative expenses
$438,746
Total expenses
$13,564,495
Net increase / (decrease)
$40,478,433

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$363,698$02023
Capfinancial Partners LLC Dba CaptrINVESTMENT ADVISOR$60,485not reported in the loaded dataset2023
Torrillo & Associates, LLCNONE$10,490not reported in the loaded dataset2023

Related Form 5500 pages